Guardian Wealth Advisors (North Carolina)’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Buy |
18,155
+1,982
| +12% | +$555K | 0.36% | 49 |
|
|
2025
Q1 | $4.18M | Buy |
16,173
+995
| +7% | +$257K | 0.33% | 48 |
|
|
2024
Q4 | $4.01M | Sell |
15,178
-184
| -1% | -$48.6K | 0.32% | 50 |
|
|
2024
Q3 | $4.05M | Buy |
15,362
+538
| +4% | +$142K | 0.43% | 37 |
|
|
2024
Q2 | $3.59M | Buy |
14,824
+105
| +0.7% | +$25.4K | 0.42% | 37 |
|
|
2024
Q1 | $3.68M | Buy |
14,719
+1,073
| +8% | +$268K | 0.45% | 36 |
|
|
2023
Q4 | $3.17M | Buy |
13,646
+1,004
| +8% | +$234K | 0.48% | 33 |
|
|
2023
Q3 | $2.63M | Buy |
12,642
+554
| +5% | +$115K | 0.45% | 35 |
|
|
2023
Q2 | $2.66M | Buy |
12,088
+4,598
| +61% | +$1.01M | 0.46% | 27 |
|
|
2023
Q1 | $1.58M | Buy |
7,490
+142
| +2% | +$30K | 0.28% | 47 |
|
|
2022
Q4 | $1.5M | Buy |
7,348
+209
| +3% | +$42.6K | 0.29% | 44 |
|
|
2022
Q3 | $1.34M | Buy |
7,139
+464
| +7% | +$87.2K | 0.25% | 48 |
|
|
2022
Q2 | $1.32M | Buy |
6,675
+643
| +11% | +$127K | 0.24% | 46 |
|
|
2022
Q1 | $1.44M | Sell |
6,032
-1,686
| -22% | -$401K | 0.62% | 34 |
|
|
2021
Q4 | $1.97M | Buy |
+7,718
| New | +$1.97M | 0.85% | 26 |
|